| 2Q 2021 Earnings Commentary
Tracking our data against earnings commentary for Kohl's, Dick's, The Children's Place, and Ulta
| Stimulus Round 2: A Booster Shot for Retail?
We analyzed how the second round of stimulus payouts affected consumer spending.
| Will the COVID Shopper Return?
The pandemic has driven shoppers online—but are brands retaining them? We investigate.
| Covid & Cosmetics
Working from home and mask requirements have compressed cosmetic sales. With stores closed in
| Earnings by Earnest: 1Q 2019
Tracking management's commentary on 1Q 19 earnings for Ulta, CarMax, H&M, and Lululemon.